Plan Snapshot
- Plan Sponsor: Ufcw Regional Pension Fund
- Sponsor EIN: 166062287
- Sponsor Address: 27 ROLAND AVE SUITE 100, MOUNT LAURAL, NJ, 08054
- Plan Type: DB
- Total Participants: 602
- Total Assets: $130.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 602 | $130.6M | $0 | $0 |
| 2023 | 661 | $66.8M | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BARATZ & ASSOCIATES, P.A. | Auditor | $41,250 | — | $41,250 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BARATZ & ASSOCIATES, P.A. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $41,250
- Estimated Expense Ratio: 0.032% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $1,007,888 | $262,343 | $156,873 | $41,250 | — |
| 2023 | $1,083,908 | $235,105 | $174,388 | — | $475,775 |